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Welcome to my podcast, The Meb Faber Show, where the focus is on helping you grow and preserve your wealth.
Each week I’ll discuss the craft of investing, helping you uncover new and profitable ideas in the global equity, bond, and real asset markets. You can also expect to hear from some of the top investment professionals in the world as my guests.
So join us for real market wisdom that can make you wealthier and wiser. Better investing starts here.
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Quant Approach to TAA updated for 2009
Update: If you like World Beta, please consider nominating us for the Loeb Awards in blogging and book categories! I...
Activist and Merger Arb Funds
I’m creating some more fund groups over on AlphaClone. Below are some old lists I had of activist and merger...
Links
I am a big fan of Richard Ferri. If you are going to pay someone to buy and hold, he makes 99% of my industry...
Debt and Deleveraging
McKinsey report here. Summary...
Deceptive Advertising and Snowfall
Nice paper, although I’m pretty sure resorts on the West Coast will not need it this...
Paul Tudor Jones on Reminiscences of a Stock Operator
The interview in the back of the book is priceless. Must read. Holy crap there are about 40 gems in this interview. A...
Momentum and Relative Strength
A nice white paper from the good folks at Dorsey Wright: Bringing Real World Testing to Relative...
The Global Debt Bomb and Kyle Bass’s Hayman Advisors
Fun bike reading yesterday – The Global Debt Bomb Bass’s Hayman Advisors is mentioned a bunch in the...
In the Mail
That’s it. After this order I’m officially putting my Amazon account on hold until I crank out some of...
Free Historical Data Sources
Every day I receive a slew of emails asking about historical data. While I use Global Financial Data ($), below are...
Six Impossible Things Before Breakfast
James Montier speech last Summer (HT: NG) —- I’ve written a ton on how the hedge fund indexes are...
Bill Dunn
Nice interview here. His performance here. Economist article on managed futures funds. Literally lumps together...
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All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such.
Past performance is not indicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you.
